2023 Form 5500 filing — Kendal-Crosslands Communities Group Medical Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250328135359NAL0001336353001) for Kendal-Crosslands Communities Group Medical Plan, reported by Kendal-Crosslands Communities under EIN 23-2688382 and plan number 502. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$773.3KReported net assets$773,321
Participants268
Provider compensation$223.5K4 Schedule C row(s)$223,468
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250328135359NAL0001336353001
Plan sponsor
Kendal-Crosslands Communities
EIN
23-2688382
Plan number
502
Location
Kennett Square, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets
Net assets$773.3KLiabilities$622.1K
Money in vs. money out
Total income / additions$5.1M
Total expenses$5.7M
Benefits paid / distributions$4.1M
Contributions
Employer$3.9M
Participant$1.2M
Full reported line items
Total assets (EOY)
$1,395,447
Total liabilities (EOY)
$622,126
Net assets (EOY)
$773,321
Employer contributions
$3,863,636
Participant contributions
$1,219,342
Total income / additions
$5,118,885
Benefits paid
$4,096,788
Administrative expenses
$1,631,499
Total expenses
$5,728,287
Net increase / (decrease)
-$609,402

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Independence AdministratorsADMIN$108,088not reported in the loaded dataset
The Benecon Group LLCBROKER$53,253not reported in the loaded dataset
Lr WebberBROKER$48,847not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$13,280not reported in the loaded dataset

Related Form 5500 pages